Is this workflow trigger possible? The target flow is:
Recurring invoice created monthly as “Sent” with no auto email
User payments are driven by them on bank transfers to us
We bulk load payments received which updates status to “Paid”
System sends the normal initial invoice email to client showing balance = 0.00
I can’t see any obvious way but uncertain if there’s any API hooks etc? For instance it would be relatively trivial to have a db query run to look for paid invoices and issue a “send email” call (if that existed). I suspect not and it’s not a major issue by any stretch, just looking to minimise manual interventions.
You’d want to uncheck auto-email in the workflow settings on Settings > Invoice Settings
3/4. The web UI doesn’t support bulk uploading payments, you’d either need to use a third party app like Integromat or the API
The app does support web hooks, they can be created on Settings > API Tokens